Original filing (PDF)20230110115713NAL0007618979001

JOHN C. WILLIS, III, INC.

Name: JOHN C. WILLIS, III, INC. — JOHN C. WILLIS, III, INC. 401(K) PLAN, Form 5500 (2022)
Creator: JOHN C. WILLIS, III, INC.

Form 5500-SF

FILING_RECEIVED

JOHN C. WILLIS, III, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN C. WILLIS, III, INC..

Plan sponsor

Name

JOHN C. WILLIS, III, INC.

EIN

64-0694913

Address

59 LLOYD LANE · LONDON, AR · 72847

Phone

(662) 803-0787

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-10-31

Filed

2023-01-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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ONYX TITLE

ONYX TITLE 401(K) PLAN